"As a cohesive team, we construct and maintain a concentrated portfolio of sustainably growing businesses, using a thoughtfully structured process to deliver long-term value to our clients."
Senior Vice-President & Lead, U.S. Equity
Greystone’s cohesive U.S. equity team constructs and maintains a concentrated portfolio of sustainably growing businesses, using a thoughtfully structured process to deliver long-term value for our clients. Using a proprietary blend of quantitative screening, fundamental business analysis and team-based portfolio decision-making, Greystone has earned appealing returns for our U.S. equity clients while carefully managing risk. Two variants of our process are available for clients to use depending on their investment objectives and risk appetites: our growth-oriented U.S. Equity Fund and our income-oriented U.S. Income & Growth Fund.
The Greystone Strategist
Despite moderate global economic growth below the long-term average of around 3.5%, we begin to see growth prospects improve in many emerging markets. Read more in our Autumn edition of The Strategist.
Our U.S. equity team believes that:
Superior long-term earnings produce superior long-term performance.
Selecting Sustainable Companies
Selecting companies with sustainable long-term earnings growth prospects, not fully recognized in the market, captures this outperformance.
Concentrated portfolios, suitably diversified, deliver the most impact.
Our U.S. equity team utilizes a bottom-up equity selection process using quantitative screening and fundamental qualitative analysis to create and manage a concentrated portfolio of companies with sustainable long-term earnings growth prospects not fully recognized in the market. The result is a focused portfolio of stocks that meet our criteria for long-term sustainable growth.
Greystone U.S. Equity Funds
Basis Point® newsletters offer quarterly performance information and an easy-to-understand explanation of the factors influencing investment returns. Click on the links below to view the latest editions.